See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,905 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $17,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,876 | $76,670-55.8% | $96,683-65.0% | $71,457-52.6% |
| Participation rate | 45.3% | 66.6%-21.2pp | 74.3%-29.0pp | 67.9%-22.6pp |
| Annual return | 52.99% | 48.29%+4.7pp | 35.69%+17.3pp | 28.85%+24.1pp |
| Employer contribution / active EE | $2,332 | $3,031-23.1% | $3,737-37.6% | $2,588-9.9% |
| Participant deferral / active EE | $3,925 | $3,771+4.1% | $4,878-19.5% | $4,289-8.5% |
| Admin fee / account holder | $240 | $2,028-88.2% | $6,730-96.4% | $1,587-84.9% |